REDW Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$757,846
-7.0%
4,008
-2.2%
0.23%
-4.1%
Q2 2023$815,099
-7.0%
4,098
-11.3%
0.24%
-12.5%
Q1 2023$876,100
+14.6%
4,622
+10.9%
0.28%
+5.7%
Q4 2022$764,646
-2.6%
4,166
-9.3%
0.26%
-12.6%
Q3 2022$785,000
-9.5%
4,592
-6.7%
0.30%
-5.0%
Q2 2022$867,000
-20.1%
4,924
-3.6%
0.32%
-1.2%
Q1 2022$1,085,000
-10.9%
5,106
-5.3%
0.32%
-9.0%
Q4 2021$1,218,000
+7.9%
5,390
+4.4%
0.35%
-1.4%
Q3 2021$1,129,000
-8.2%
5,162
-5.5%
0.36%
-7.7%
Q2 2021$1,230,000
+3.3%
5,460
-1.9%
0.39%
-2.8%
Q1 2021$1,191,000
+4.1%
5,563
-5.4%
0.40%
-5.4%
Q4 2020$1,144,000
+26.7%
5,878
+0.1%
0.42%
+11.3%
Q3 2020$903,000
-0.9%
5,874
-6.0%
0.38%
-15.7%
Q2 2020$911,000
+9.9%
6,249
-13.0%
0.45%
-13.4%
Q1 2020$829,000
-29.9%
7,180
+0.5%
0.52%
-20.9%
Q4 2019$1,183,000
-7.4%
7,145
-13.9%
0.66%
-12.3%
Q3 2019$1,277,000
+1.3%
8,301
+3.2%
0.75%
-0.4%
Q2 2019$1,260,000
+1.0%
8,040
-1.4%
0.75%
-1.4%
Q1 2019$1,247,000
+10.1%
8,158
-5.0%
0.76%
-1.9%
Q4 2018$1,133,000
-18.5%
8,587
+0.4%
0.78%
-15.4%
Q3 2018$1,391,000
-4.7%
8,553
-8.8%
0.92%
-11.9%
Q2 2018$1,460,000
+3.4%
9,376
-2.5%
1.05%
-0.6%
Q1 2018$1,412,000
-11.2%
9,613
-10.6%
1.05%
-14.7%
Q4 2017$1,590,000
-0.3%
10,755
-4.7%
1.24%
-6.4%
Q3 2017$1,594,000
+1.7%
11,281
-2.4%
1.32%
-13.9%
Q2 2017$1,567,000
-4.6%
11,559
-6.2%
1.53%
-8.3%
Q1 2017$1,642,000
-1.5%
12,319
-4.7%
1.67%
-11.3%
Q4 2016$1,667,00012,9251.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 221,702$47,432,00033.22%
Aufman Associates Inc 143,772$32,389,00024.98%
Chandler Asset Management, Inc. 287,915$64,861,00016.94%
Emerson Wealth, LLC 109,699$24,713,00013.62%
BLUESTEM FINANCIAL ADVISORS, LLC 88,273$19,886,00013.40%
McCarthy Grittinger Financial Group, LLC 136,444$30,738,17213.37%
MBE Wealth Management, LLC 112,879$25,429,00013.17%
BCK Partners, Inc. 85,967$19,367,00012.81%
Axiom Financial Strategies, LLC 105,847$23,845,00011.00%
Ellenbecker Investment Group 142,982$32,211,00010.57%
View complete list of VANGUARD INDEX FDS shareholders